CRM

1arnold
Participant

Add users that can only observe (not edit)

SOLVE


Hello,

I'm having a problem- I have lead suppliers that I want them to see contacts and deals information but not be able to edit. So I went to the premissions
and made a restriction, that they can only view the deal and contact which  they own. Problem is, that when they look at the deal not in a table point of view
but as a board, they can edit the deal's stage! (simply by dragging it to another section)  This option may be good for employees but they are freelancers
(Affiliates) and they only need to access the CRM to see what happend with the leads they brought me (as observers).  Can I fix it somehow?

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1 Accepted solution
jennysowyrda
Solution
Community Manager
Community Manager

Add users that can only observe (not edit)

SOLVE

Hi @1arnold,

 

The issue should be resolved now in the board view for your deals.

 

Thank you

Jenny

View solution in original post

13 Replies 13
MFrankJohnson
Thought Leader

Add users that can only observe (not edit)

SOLVE

>>Time to fix?

Maybe ask HubSpot when they chime in. 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes
jennysowyrda
Community Manager
Community Manager

Add users that can only observe (not edit)

SOLVE

Hi @1arnold (thanks for the tag @MFrankJohnson!) 

 

Can you please confirm what permissions you have set for this user, as well as that the issue occurs across multiple browsers, in an incognito window and after clearing your cache? 

 

I did a test with the following permissions and I am unable to replicate what you are experiencing: 

Screen Shot 2019-02-25 at 3.14.29 PM.png

 

If you can confirm the permissions and user that is experiencing this, that would be great!

 

Thank you,

Jenny

0 Upvotes
1arnold
Participant

Add users that can only observe (not edit)

SOLVE

@jennysowyrda Yes I tried. When you're logged in from the user, go to deals > press on "board" and then you may edit the status of the deal.

I attached screenshots to emphasize:

Incognito modeIncognito modeUser's premissionsUser's premissions

0 Upvotes
jennysowyrda
Community Manager
Community Manager

Add users that can only observe (not edit)

SOLVE

Thanks @1arnold

 

I am able to reproduce that behavior on my end with those same settings; I have reached out to the Support team to investigate this matter further. 

 

Once I have more information or next steps, I will reach out! 

 

Thank you,

Jenny

0 Upvotes
jennysowyrda
Solution
Community Manager
Community Manager

Add users that can only observe (not edit)

SOLVE

Hi @1arnold,

 

The issue should be resolved now in the board view for your deals.

 

Thank you

Jenny

MFrankJohnson
Thought Leader

Add users that can only observe (not edit)

SOLVE

Resolution?

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes
1arnold
Participant

Add users that can only observe (not edit)

SOLVE

Works now! Thanks for the help 🙂 @MFrankJohnson @jennysowyrda 

MFrankJohnson
Thought Leader

Add users that can only observe (not edit)

SOLVE

- see image

 

hubspot-view-everything-edit-none.png

 

And make sure they aren't being granted permissions for contacts or marketing.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes
1arnold
Participant

Add users that can only observe (not edit)

SOLVE

@MFrankJohnson That's exeactly what didn't work. 

You will see that even after that, users can go to>deals>board view (upper line near the search box) > you can move the deal from one column  to another = changing the deal's stage.

Hence, this solution won't work.

So my questions: is there another way? Can this problem be fixed?

0 Upvotes
MFrankJohnson
Thought Leader

Add users that can only observe (not edit)

SOLVE

Have you made sure "they aren't being granted permissions for contacts or marketing" as well? (those are separate tabs)

 

Also, restricted access to deals is relatively new. What we're seeing could be an oversight on HubSpot's part that requires an additional (non-implemented) restriction.

 

Maybe test and report back here. We can always loop in the product dev team if we can't restict access sufficiently. The alternative is to reach out to support directly. What version of HubSpot are you using?

cc: @roisinkirby@jennysowyrda 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes
1arnold
Participant

Add users that can only observe (not edit)

SOLVE

@MFrankJohnson@roisinkirby@jennysowyrda Yes I have tried that. I even disabled all of the options on all tabs expect the "view" on the sales tab which is set to "owned only".

Can you explain to me how can I add additional (non-implemented) restrictions?

And I'm using the free version currently (That's why I'm here:)

 

The problem here is (I think) that I assign the deal to the user (he owns it), and so it doesn't matter which deals he is viewing (owned, department or all) he will be able to edit them anyway.

 

 

0 Upvotes
MFrankJohnson
Thought Leader

Add users that can only observe (not edit)

SOLVE

Looks like a possible oversight. (maybe) Already looped in community support. They will loop in the product dev team.

 

Also very interested in seeing a solution for this.

 

Good luck.

 

-ps

"(non-implemented) restrictions" == access restrictions that haven't been implemented by HubSpot yet == currently unavailable.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes
1arnold
Participant

Add users that can only observe (not edit)

SOLVE

@MFrankJohnson  Oh ok, thanks!

By the way do you know how much time it may take them to fix this?

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